Ray Alhage
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Bank of America, N.A.Feb 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2025 to now
- Phoenician Trade LLCApr 2025 to now
- Wells Fargo Clearing Services, LLCAug 2025 to Dec 2025
- Wells Fargo Bank, NAMar 2024 to Dec 2025
- Domino'sJan 2024 to Mar 2024
- SenturionDec 2023 to Jan 2024
- US Marketing Alliance Inc.Dec 2023 to Dec 2023
- University of the CumberlandsOct 2023 to May 2025
- AccentureApr 2021 to Dec 2023
- Wsb MeritoOct 2020 to Jul 2023
- Saint Joseph School Cornet ChehwanJul 2015 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8145709
- Firm CRD
- 7691